Clicking the Order number (or the blue magnifying glass in the buttons to the right) will provide additional options and detail for managing the order.
Options overview
| Summary | The Summary screen provides detailed information on the status of the order, including customer information, shipping, payment, items ordered and amount paid. |
| View Order (Default View) | Opens a merchant copy of the Order. |
| Payment | Provides an Order payment status, allows the merchant to print or resend invoices, process a manual payment or change the payment menthod set. You can also Intiate a new payment transaction, and view the payment attempts history to debug issues if a customers method of payment is failing. |
| Shipping | Update a shipping notification, email couriers for dispatch, make partial shipments of goods orderd, save shipping notes. update shipping status. |
| Address | Provides Address Verification services via the NZ Post Address Checker, with matched addresses and quality score, to confirm validity of address provided. Address lookups are available for international addresses. |
| Print / Email Docs | Provides a library of all dockets related to the order, for customers and merchants. You can resend documents to the customer from this screen if required. |
| Picklist | Provides a picklist of products to print, or use on tablet as an interactive page. You can scan items using a barcode scanner to update the list as well. |
| Notes / History | View the order history, save notes against the order, or email the customer. |
| Nga Rahui | If the order is a paid booking e.g. hire, seat, appointment, you can view the delivery time detail here. |
| Returns / Adj | Update the order in case of stock returns / adjustments, or to add a custom Invoice/Ajustment/Shipping fee or issue a discount or credit. You can apply a refund. |
| Edit Order | You can reopen a closed order. This is available but not recommended - see tooltips on the Edit Order screen for more information. For most merchants making changes via Returns / Adjustments or Address is a better approach. |
| Copy Order | You can copy an existing order as a new draft order. This also updates the options available with new copy-related options. |
| View Customer | View all information related to the customer, update customer details. |
| Automation | Here you can deliver further online services to the purchaser, eg Upgrade their login status, send them a password reminder, send vouchers or send digital files they may have purchased., view API information for third-party plugins / services used. |
| Cancel Order | Cancelled orders will remain in the database, but are ignored from reports. We do not offer a delete order option, as there was no undo possible when some merchants accidently deleted orders. |
More From This Section
Clicking the Order number (or the blue magnifying glass in the buttons to the right) will provide additional options and detail for managing the order.
In the orders area you can view an interactive picklist for use on a tablet, or for printing out, when looking to get items for an order.
You can update an order received and paid, to return/update stock, add new products or add custom fees or credits. Changes will appear as adjustments to the original invoice.
If needed you can send/resend a customer their order dockets manually via the PRINT/EMAIL DOCS area. You can also choose to view, print or pdf the documents.
Customise the appearance of the notifications that are sent out to your customers.
Heres where to go to change it in the CMS
If you do not want customers to have the ability to auto-login to their website account from a link on the invoice, you can disable this.
You can choose to add a custom logo image to your invoice that overrides the website logo
You can specify your own custom order number, which will count sequentially from then on, as well as an invoice number prefix.
You can generate a delivery docket with scan-able barcodes via the Print/Email docs area
Via the Ecommerce notification options you can choose to have a barcode appear on order documents.
While the Status of the Order will change with certain events e.g. payment, you can set a custom Status to appear next to the order via the Notes / History area, when viewing the Order.
You can specify a different email address than the one set on your website contacts page to receive the order emails.
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